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What Can I Not Do as Trustmaker and Trustee of a Revocable Living Trust?
May 29th, 2024
Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and property to your desired beneficiaries after you pa…
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Passing the Torch: Smart Business Succession Strategies
May 22nd, 2024
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it is critical that business owners plan for their business just as they would plan for their h…
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Do I Have to File a Will with the Court?
May 8th, 2024
Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that may require state oversight: probate. Probate with a will is usually much more straightforward than wit…
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Don’t Let This Crucial Question Derail Your Estate Plan: Outright or in Trust?
March 27th, 2024
Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive th…
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What Is a Residuary Clause and Why Is It Important?
March 6th, 2024
When developing your estate plan, it is nearly impossible to address every account or property you own. There are sure to be some things you unintentionally overlook. However, by including a residuary clause, you can intentionally disburse any remain…
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What Happens to Real Estate With a Mortgage When I Die?
February 14th, 2024
Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiary in your will or trust, your beneficiary will inherit not only the property but also the outstandin…
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What Happens to My Twitch Account When I Die?
February 7th, 2024
In the digital age, our online presence extends beyond social media. Platforms like Twitch, where users engage with live-streamed content, present unique considerations when it comes to estate planning. Do you know what happens to a Twitch account af…
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My Spouse Died . . . and Now I Have My Own Survivor's Trust?
January 31st, 2024
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be str…
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What Is the Last Surviving Spouse Rule in an Estate Tax Situation?
January 24th, 2024
Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing any estate tax, which can substantially affect the distribution of money and property to a married coupl…
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Will the Corporate Transparency Act Apply to You?
November 29th, 2023
Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacte…
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Attorney Jana McCreary
Houston Estate Planning Attorney Jana R. McCreary has been an attorney for over twenty years, a career move she made after working for over a decade with adults and children with intellectual disabilities and mental illness. Graduating summa cum laud… Read More